Fundamental Investors Financial Statements From 2010 to 2022

ANCFX
 Fund
  

USD 56.65  1.26  2.18%   

Fundamental Investors financial statements provide useful quarterly and yearly information to potential Fundamental Investors Class investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Fundamental Investors financial statements helps investors assess Fundamental Investors' valuation, profitability, and current liquidity needs.
Fundamental Investors Class does not presently have any fundamental signals for analysis.
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Check Fundamental Investors financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Fundamental main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Fundamental financial statements analysis is a perfect complement when working with Fundamental Investors Valuation or Volatility modules. It can also supplement various Fundamental Investors Technical models . Please continue to the analysis of Fundamental Investors Correlation against competitors.

Fundamental One Year Return Analysis

Fundamental Investors' One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Fundamental Investors One Year Return

    
  9.10 %  
Most of Fundamental Investors' fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fundamental Investors Class is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition

Fundamental Investors One Year Return Component Assessment

Based on the recorded statements, Fundamental Investors Class has an One Year Return of 9.1%. This is much higher than that of the American Funds family and significantly higher than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.

Fundamental Investors Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Fundamental Investors's current stock value. Our valuation model uses many indicators to compare Fundamental Investors value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fundamental Investors competition to find correlations between indicators driving Fundamental Investors's intrinsic value. More Info.
Fundamental Investors Class is the top fund in cash position weight among similar funds. It is the top fund in one year return among similar funds reporting about  2.47  of One Year Return per Cash Position Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Fundamental Investors by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Fundamental Investors' Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fundamental Investors' earnings, one of the primary drivers of an investment's value.

About Fundamental Investors Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Fundamental Investors income statement, its balance sheet, and the statement of cash flows. Fundamental Investors investors use historical funamental indicators, such as Fundamental Investors's revenue or net income, to determine how well the company is positioned to perform in the future. Although Fundamental Investors investors may use each financial statement separately, they are all related. The changes in Fundamental Investors's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Fundamental Investors's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Fundamental Investors Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Fundamental Investors. Please read more on our technical analysis and fundamental analysis pages.
The investment seeks long-term growth of capital and income. Fundamental Investors is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Fundamental Investors without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Fundamental Investors

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Fundamental Investors position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Fundamental Investors will appreciate offsetting losses from the drop in the long position's value.

Moving together with Fundamental Investors

+0.82DISWalt Disney Fiscal Year End 9th of November 2022 PairCorr
The ability to find closely correlated positions to Fundamental Investors could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Fundamental Investors when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Fundamental Investors - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Fundamental Investors Class to buy it.
The correlation of Fundamental Investors is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Fundamental Investors moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fundamental Investors moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Fundamental Investors can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Please continue to the analysis of Fundamental Investors Correlation against competitors. Note that the Fundamental Investors information on this page should be used as a complementary analysis to other Fundamental Investors' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

Complementary Tools for Fundamental Mutual Fund analysis

When running Fundamental Investors price analysis, check to measure Fundamental Investors' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fundamental Investors is operating at the current time. Most of Fundamental Investors' value examination focuses on studying past and present price action to predict the probability of Fundamental Investors' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Fundamental Investors' price. Additionally, you may evaluate how the addition of Fundamental Investors to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fundamental Investors' value and its price as these two are different measures arrived at by different means. Investors typically determine Fundamental Investors value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fundamental Investors' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.